Mark Nardella is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Pinnacle Investments, LLC since 2019. He previously worked at Valic Financial Advisors for nine years. Nardella is also a board member of Pinnacle Holding Company, LLC. Pinnacle Investments is a multi-team SEC-registered investment adviser with approximately $1.06 billion in assets under management, serving nearly 2,000 clients including individuals, high-net-worth investors, retirement plans, trusts, charitable organizations, and institutional clients. The firm provides financial planning, portfolio management, and advisory consultations, utilizing both fundamental and technical analysis through its AdvisorPro program and third-party managers.

Bailey Wilkinson is a financial advisor at Pinnacle Investments, LLC with six years of industry experience. He holds a Series 66 designation and has worked at Pinnacle Investments since 2022, following roles at Cadaret Grant & Co., Inc. and Carthage Savings. He also spent time with Rhino Lacrosse and Le Moyne College earlier in his career. Pinnacle Investments is a multi-team SEC-registered investment adviser managing approximately $1.06 billion in assets for nearly 2,000 clients, including individuals, high-net-worth investors, retirement plans, trusts, charitable organizations, and institutions. The firm provides financial planning, portfolio management, and advisory consultations, employing fundamental and technical analysis across various investment vehicles.

Kevin Szozda is a financial advisor at Pinnacle Investments, LLC with four years of industry experience. He holds the Series 66 designation and previously worked at Young & Franklin Tactair for nine years. Outside of his advisory role, he is a member of MKT132 LLC, a real estate venture in Auburn, NY. Pinnacle Investments is a multi-team SEC-registered investment adviser managing approximately $1.06 billion in assets and serving nearly 2,000 clients, including individuals, high-net-worth investors, retirement plans, trusts, charitable organizations, and institutions. The firm provides financial planning, portfolio management, and advisory consultations, utilizing both fundamental and technical analysis across various investment products.

Colin Nardella is a financial advisor at Pinnacle Investments, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Lincoln Financial Distributors, Inc. Outside of his advisory role, he serves as an assistant coach for the Manlius Pebble Hill Boys' Tennis Team. Pinnacle Investments, LLC provides investment advisory and brokerage services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs both fundamental and technical analysis with a range of investment strategies, offering services such as financial planning, portfolio management, and access to third-party managers.

Brian Schultz is a financial advisor at Pinnacle Investments, LLC with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Private Advisor Group, LLC and LPL Financial. Outside of his advisory role, he serves as Treasurer for the board of directors at Bishop Grimes Jr/Sr High School in East Syracuse, NY. Pinnacle Investments is a multi-team SEC-registered investment adviser managing approximately $1.06 billion in assets and serving nearly 2,000 clients, including individuals, high-net-worth investors, retirement plans, trusts, charitable organizations, and institutions. The firm provides financial planning and portfolio management services using a combination of fundamental and technical analysis, with portfolios managed through its AdvisorPro program and third-party managers.

Stephen Swift is a financial advisor with Perigon Wealth Management, LLC in Syracuse, NY, holding the ChFC® and Series 63 designations and bringing 15 years of industry experience. He has worked with Perigon and its predecessor entities since 2007. Additionally, he has been active in insurance sales through his sole proprietorship and an affiliated insurance agency since 1988. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm focuses on individualized portfolio construction with regular reviews and serves as both sponsor and oversight manager of wrap-fee programs and sub-advisor relationships.

Joseph O'Connor is a financial advisor with Pinnacle Investments, LLC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior roles include positions at Edward Jones and SunTrust Advisory Services. Outside of finance, he works part-time at a liquor and wine store in Syracuse, NY. Pinnacle Investments is a multi-team SEC-registered firm managing approximately $1.06 billion in assets for nearly 2,000 clients, including individuals, high-net-worth investors, retirement plans, trusts, charitable organizations, and institutions. The firm provides financial planning, portfolio management, and advisory consultations using both fundamental and technical analysis across a range of investment products.

Kathleen Hierholzer is a financial advisor at Pinnacle Investments, LLC with 24 years of industry experience. She has been with Pinnacle Investments since 2009 and holds a Series 63 designation. Outside of her advisory work, she serves as a Notary Public in New York State. Pinnacle Investments is a multi-team SEC-registered investment adviser managing approximately $1.06 billion in assets and serving nearly 2,000 clients, including individual and high-net-worth investors, retirement plans, trusts, charitable organizations, and institutions. The firm offers a range of services including financial planning and portfolio management, employing both fundamental and technical analysis across various investment products.

Eric Krouse is a financial advisor with Pinnacle Investments, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Pinnacle Investments since 2005. Outside of his advisory role, he serves as COO of Pinnacle Holding Company, LLC, a financial services business. Pinnacle Investments is a multi-team SEC-registered investment adviser with approximately $1.06 billion in assets under management and about 50 advisors. The firm serves nearly 2,000 clients, including individual and high-net-worth investors, retirement plans, trusts, charitable organizations, and institutional clients, offering financial planning, portfolio management, and advisory consultations.

Daniel Raite is a financial advisor at Pinnacle Investments, LLC in East Syracuse, NY, holding a Series 63 designation with 41 years of industry experience. He has been with Pinnacle Investments since 1995. Pinnacle Investments is a multi-team SEC-registered investment adviser managing approximately $1.06 billion in assets for nearly 2,000 clients, including individuals, high-net-worth investors, retirement plans, trusts, charitable organizations, and institutions. The firm provides financial planning, portfolio management, and advisory consultations, utilizing a combination of fundamental and technical analysis across various investment vehicles.

Daniel Jeffery is a CFP® with 30 years of industry experience, currently affiliated with The AmeriFlex Group. His prior roles include positions at Lincoln Financial Advisors, Commonwealth Financial Network, and Best Times Financial Planning. Outside of his advisory work, he serves as treasurer for the Labrador Mountain Ski Patrol and is a board member of the Cavalry Club. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Patrick Mahardy is a CFP® with 20 years of experience in the financial services industry. He is currently with Independent Financial Partners and has previously worked at Commonwealth Financial Network for 11 years. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving tens of thousands of clients and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Joseph Lazzaro Jr. is a CFP®-designated financial advisor with 21 years of industry experience. He is currently with Independent Financial Partners and IFP Securities, LLC, having previously worked at Commonwealth Financial Network for 11 years. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving tens of thousands of clients and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Jeffrey Klein is a CFP® with 34 years of industry experience, currently serving at Commonwealth Financial Network since 2019. He has worked at Michael Roberts Associates, Inc. since 1991 and was affiliated with Cadaret, Grant & Co., Inc. for 27 years. Klein is a co-owner of Michael Roberts Associates, Inc. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides a variety of advisory programs and services, including model portfolios, wealth management, and retirement plan consulting, alongside operational and compliance support.

David Palmiter is a financial advisor at Key Investment Services LLC with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and previously worked at Citizens Securities, Inc. for 17 years. Outside of advising, he is the owner of a single-family rental property. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a range of advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection with ongoing monitoring and offers access to third-party discretionary managers, operating as part of the KeyCorp group with affiliated banking and capital markets entities.

Caragh Fahy is a CFP® professional with 30 years of industry experience, currently affiliated with Commonwealth Financial Network and owner of Madison Financial Planning Group. She worked at Lincoln Financial Advisors Corp. for 22 years prior to joining her current roles. Commonwealth Financial Network is a national dual-registered broker/dealer and SEC-registered investment adviser supporting approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a broad platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

John Cronin is a financial advisor with Commonwealth Financial Network in East Syracuse, NY, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with Berkshirebanc Investment Services and Commonwealth Financial Network since 2013. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients, managing around $212.7 billion in assets. The firm provides a comprehensive adviser-support platform that includes managed-account programs, access to third-party managers, retirement consulting, and custody services.

Craig Fitzpatrick is a financial advisor with Equity Services, Inc. He holds a Series 63 designation and has 17 years of industry experience. Fitzpatrick previously worked at Cadaret Grant & Co., Inc. and Pathfinder Investment Services. He serves on the board of directors and operations committee for the Child Advocacy Center of Oswego County. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms using third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Michael De Bottis is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and seven years of industry experience. His career includes roles at KeyBank, LPL Financial, M&T Securities, Equitable Advisors, and AXA Advisors. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients with a range of advisory programs, including wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed model selection and provides access to third-party discretionary managers along with ongoing monitoring and supervisory oversight.

Richard Marsh Jr. is a financial advisor at Key Investment Services LLC with 34 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at LPL Financial and M&T Bank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs and model portfolio offerings. The firm emphasizes client-directed investment strategy selection while providing non-binding recommendations and ongoing oversight.